-53.5%
SOUN vs VIG
+74.2%
-127.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -15.1% | +3.5% | -18.6% | -21.6% |
| 30D | -23.0% | +4.9% | -27.9% | -31.4% |
| 3M | -53.3% | +2.5% | -55.9% | -56.2% |
| 6M | -58.6% | +11.0% | -69.6% | -67.5% |
| YTD | -65.0% | +16.0% | -81.0% | -74.7% |
| 1Y | -71.4% | +17.5% | -89.0% | -80.0% |
| 3Y | +75.4% | +67.0% | +8.4% | -27.0% |
| All | -53.5% | +74.2% | -127.7% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling